Home → Campaign Manager → Records → Individual Records - New Profile View
9.1. Individual Records - New Profile View
Individual Records store the data of donors, candidates, or other constituents that you want to manage or track data for.
There are Save Buttons in the several data entry sections that should be used to save changes made, along with clicking the master save button in the top-right of the profile to ensure updates are captured.
Section 1:
Status: Active means they will by default be included in lists, Inactive means they will by default be omitted from lists and quick search.
ID: A unique Record ID will be automatically assigned during record creation.
Photo: Click on the photo icon to upload an individuals photo if applicable
Name, Employment, Age, City, Email, Phone: This data is summarized here at the top of the record but is editable as you scroll down to the corresponding fields.
Suggested Ask Amount: This is an algorithm that considers the donors contributions to your campaign, other committees, and your contribution limit settings. You may type over the figure to edit it or click refresh next to the figure to reapply our algorithm.
Click to add bio description: Free type area (ex: Chairman of the Board, charity golf outing committee, has a dog, etc.)
Social Media Links: Copy and paste individual's social media links here to quickly connect with them there.
Section 2:
Search Tag Name: Click here to add Tags that will then display in the same area. Tags flag/group records for easy tracking.
Call Sheets: Click here to create a Call Sheet for this individual from an existing template.
Letters: Click here to create a letter addressed to this individual from an existing template.
Copy Contact Info: Click here to create another record using the same address, phone, etc.
Merge: Click here to search for potential duplicates if suspected.
Save: Click here as a master save button for any changes made to the record.
Delete: Click here to permanently delete a record.
Section 3:
Donor Insights: Click this tab to see a Donation Summary to your campaign as well as contributions that they have made to other committee's. Please note that their name and address must match. (Robert entered as Bob may prevent a match)
Transactions: Click this tab to see an itemized list of transactions entered by your campaign. Contributions on this tab will be summarized on the Donor Insights tab.
Connections: Click this tab to connect this record to other records in the database.
Pledges: Click this tab to record pledges that the individual promises to contribute.
Events: Click this tab to see or record events that the individual is invited to.
Custom Fields: Click this tab to turn custom field viewing on and off by pinning them. (they appear in bottom-left of profile)
New Transaction: Click this button to record a new transaction for this individual. (after saving, it will appear on transactions tab)
Section 4:
About: Hover your mouse over this bolded word to reveal the timestamps of record creation and last update
Title: Choose from title tables
First Name: Type first name
Middle Name: Type middle name or initial
Last Name: Type last name
Suffix: Choose from suffix tables
Salutation: Type how individual should be greeted in letters/mailings
Employer: Type to search for existing employer record or create new one from here
Occupation: Type to search for existing occupation table entry or create new one from here (limit to 50 characters)
Birthday: Type birthday if known- upon save if the name and address matches the state's Voter File for this individual the birthdate will auto-populate (not all states provide DOB and some just provide month/year)
Gender: Choose from tables if known
Spouse: Type to search for an existing record to connect as a spouse or create a new one from here.
Head of Household: When house-holding is used in Query Builder to make mailing lists, the spouse who has the check here will be where address and salutation is pulled from.
Household Name:
This appears as an available merge field when making letters and lists when using house-holding in Query Builder.
Household Salutation:
This appears as an available merge field when making letters and lists when using house-holding in Query Builder.
Registered Party: Choose from party tables if known.
Candidate: X means not a candidate, a check-mark means they are a candidate and additional fields for office data appears.
Addresses: The star indicates the preferred address. Click Add to create new addresses on the record, click More to delete addresses, change the preferred, or see date/time stamps, click on an existing address to edit it. (Phones and Emails are the formatted the same)
Section 5:
Note: Click on this tab to create a new note on the record, saved notes are seen on the timeline at the bottom of the profile
Log Activity: Click on this tab to log a new activity on the record, saved activities are seen on the timeline
at the bottom of the profile
Create Task: Click on this tab to create a task associated with this individual and assign it to yourself or another user who will then see it on their home page at login as a reminder/to-do list. Saved tasks appear on the timeline
at the bottom of the profile
Schedule: Click on this tab schedule a meeting, etc. Saved schedules appear on the timeline
at the bottom of the profile
Filter Timeline: Click here to see specific entries when there's many to view.
Reload: Click here to remove filters and show all entries once again.
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